TF
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Trek Financial’s UnitedHealth UNH Stock Holding History

Trek Financial’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
786
+33
+4% +$9.83K 0.01% 444
2025
Q4 		$248K Buy
753
+61
+9% +$20.7K 0.01% 392
2025
Q3 		$239K Sell
692
-1,910
-73% -$578K 0.01% 389
2025
Q2 		$812K Sell
2,602
-42
-2% -$16.1K 0.05% 223
2025
Q1 		$1.38M Buy
2,644
+1,825
+223% +$933K 0.1% 157
2024
Q4 		$414K Sell
819
-71
-8% -$40.3K 0.03% 271
2024
Q3 		$520K Sell
890
-346
-28% -$196K 0.04% 235
2024
Q2 		$629K Sell
1,236
-267
-18% -$131K 0.05% 209
2024
Q1 		$744K Buy
1,503
+650
+76% +$330K 0.06% 189
2023
Q4 		$449K Buy
853
+7
+0.8% +$3.73K 0.04% 199
2023
Q3 		$427K Sell
846
-74
-8% -$36.4K 0.04% 193
2023
Q2 		$442K Sell
920
-53
-5% -$25.9K 0.04% 180
2023
Q1 		$460K Buy
973
+422
+77% +$204K 0.04% 171
2022
Q4 		$292K Sell
551
-108
-16% -$57.2K 0.03% 191
2022
Q3 		$333K Sell
659
-86
-12% -$45.2K 0.04% 158
2022
Q2 		$383K Sell
745
-205
-22% -$103K 0.04% 153
2022
Q1 		$485K Sell
950
-194
-17% -$93.6K 0.04% 144
2021
Q4 		$575K Buy
1,144
+100
+10% +$45.3K 0.05% 111
2021
Q3 		$408K Sell
1,044
-155
-13% -$64.2K 0.04% 124
2021
Q2 		$480K Buy
1,199
+337
+39% +$134K 0.05% 114
2021
Q1 		$321K Sell
862
-1,032
-54% -$358K 0.04% 143
2020
Q4 		$664K Sell
1,894
-595
-24% -$199K 0.09% 81
2020
Q3 		$776K Buy
2,489
+543
+28% +$167K 0.12% 64
2020
Q2 		$574K Buy
+1,946
New +$558K 0.09% 72

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trek Financial's UNH Position: Q1 2026 in Review

Trek Financial increased its UnitedHealth (UNH) stake by 4.4% in Q1 2026, buying an estimated $9.83K and bringing the position to 786 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #444.

Trek Financial first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.38M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Trek Financial held 786 shares of UnitedHealth worth $213K as of Q1 2026.
  • Trek Financial bought 33 UnitedHealth shares in Q1 2026, an estimated $9.83K.
  • UnitedHealth made up 0.01% of Trek Financial's portfolio in Q1 2026, its #444 holding.
  • Trek Financial first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Trek Financial's UnitedHealth position peaked at $1.38M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.